Invoice Issues
Wrong numbers, missing tax, or an invoice that will not send.
Overview
Most invoice complaints trace back to settings rather than the invoice itself — numbering, tax rules, or the invoicing toggle. A few are genuinely per-invoice.
Common Symptoms
No invoices are being created
Likely cause: The invoicing module is switched off.
Fix: Turn invoicing on under Payment Settings.
Tax missing from an invoice
Likely cause: The client’s country is not attached to a tax rule, or the tax charge toggle is off.
Fix: Add the country to a tax rule under Settings → Tax and enable the tax charge.
Invoice numbers look wrong
Likely cause: Prefix, starting number, padding, or numbering mode is misconfigured.
Fix: Correct them under Payment Settings — but changing mode mid-year will confuse your books.
Line item price is out of date
Likely cause: The price was captured when the item was added, not read live.
Fix: Remove and re-add the line item to pull the current service price.
Client says they never got the invoice
Likely cause: Mail config, or the email landed in spam.
Fix: Send them the pay link instead — it works without a portal login — and fix SMTP.
Refund not showing correctly
Likely cause: A partial refund was recorded without an amount or reason.
Fix: Refunds record both; check the invoice history to see what was actually entered.
Tips & Best Practices
Set numbering before you raise your first invoice. Changing prefix or mode later leaves a gap your accountant will ask about.